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| Terra Nova Asset Management LLC
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| CRD # | 111676 |
| SEC # | 801-55603 |
| CIK # | 0001658652 |
| AUM | 220.2 M (2026-05-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-355-1234 |
| Address | 747 Third Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001658652 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.2 | ||
| ETFS Gold Trust | 5.8 | ||
| GE Vernova Inc | 5.8 | ||
| General Electric Co | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| Cameco Corp | 4.1 | ||
| United Technologies Corp /DE/ | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| Nvidia Corp | 3.4 | ||
| Alcoa Inc | 3.4 | ||
| GS Acquisition Holdings Corp | 3.2 | ||
| Amazon Com Inc | 3.1 | ||
| Apple Inc | 2.9 | ||
| MERK Gold Trust | 2.5 | ||
| Stryker Corp | 2.5 | ||
| SPDR Gold Trust | 2.3 | ||
| Lilly Eli & Co | 2.3 | ||
| Facebook Inc | 2.3 | ||
| Visa Inc | 2.2 | ||
| Goldman Sachs Group Inc | 2.2 | ||
| BlackRock Inc | 2.1 | ||
| Autozone Inc | 2.1 | ||
| McKesson Corp | 2.0 | ||
| Vector Acquisition Corp | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.6 |
| (b) Individuals (high net worth individuals) | 58 | 216.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 220.2 |
| By Discretionary | ||
| Discretionary | 96 | 188.3 |
| Non-Discretionary | 5 | 31.9 |
| Total | 101 | 220.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 124.4 | |
| United States Persons | 95.8 | |
| Total | 101 | 220.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001658652] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crossgen Wealth LLC
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|
NC | 222.8 M |
|
Global Strategic Management Inc
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|
PR | 221.6 M |
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Bond Tech Inc
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OH | 221.6 M |
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Strategic Financial Planning Inc
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TX | 220.6 M |
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Hughes Warren Inc
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OK | 220.5 M |
|
RHS Financial LLC
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CA | 219.8 M |
|
Great Hill Advisory Ltd
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|
NY | 218.4 M |
|
Madden Funds Management Ltd
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|
IL | 217.9 M |
|
Cedrus Wealth Group LLC
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|
MN | 217.8 M |
|
Sound Financial Strategies Group LLC
✚
|
MS | 217.7 M |